Cleveland Financial Advisor Howard Slater Earns Coveted Master of Science in Financial Services Degree
Summary
And now it’s exciting to see my clients refer to the chapter I wrote on understanding your insurance portfolio and treating policies as assets, as we strategize to develop the optimal plan for them,” explained Slater.Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs.Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year.Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs.Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year.